UMS
184 results found
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Have Consistency with Account numbers when pulling reports
When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.
3 votesWe need more votes to move this software enhancement request forward. Your input matters!
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Max Adjustment Amount
Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Add Payment Reversals to Customer Payment History Report.
Program Payment Reversal code into this report so I can balance this report to the Payconnex settlement. There is no audit trail, and I must manually adjust and notate it was a reversal. I uploaded an example. I did print a transaction report for Payment Reversal, but it needs to be included in the total on the Customer Payment History Report.
18 votes -
NFS Set up
I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Backflow Testers
My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.
3 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Backflow Tester List
My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.
6 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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If Aged Receivables has an option to select unposted payments
This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.
5 votesThank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
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If account receivables had an Includes button for unposted payments
It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.
6 votesThank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
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Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Entering Rate updates
When updating new rates, it would be helpful if there was a heading that verified which rate you are working on. If interrupted while keying in the new rates, then CSR has to back all the way out to verify which rate they are working on, and then start over.
4 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Ability to select default payment when batch has multiple payment types
It would be nice to set a default payment type when having a batch that allows multiple payment types. For example, everything is defaulted to cash when taking a payment when all types are allowed, however, the bulk of our workplace payments are by check so it would be nice to have it defaulted to a different option.
8 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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merge location numbers
I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.
4 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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open account in UMS from email link
UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.
It would be super awesome if the email we get could include a link to open the corresponding account in UMS.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Filter Receivables by Age
We would like to be able to filter our AR report by age. For example, being able to pull a report of customers only 30-60 days overdue. Currently, the only way to do that is to export the AR report to Excel. If you choose 60 days in UMS, it groups everyone by 1-60 days.
4 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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error report after importing data from Fiserv
error report after importing data from Fiserv needs to include address.
1 voteThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. To move forward with this enhancement, we require additional support from the broader user community.
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Enhanced Portal Display/Reporting for Customer Service
The issue is that customers on the cutoff list are not paying the full $30 fee ($15 for disconnection and $15 for reconnection). The current portal does not clearly display this information, making it difficult for customer service to verify payments accurately.
When a customer pays only their past-due bill without including the required $30 fee, their service will not be reconnected, leading to their frustration. Our customer service team currently searches for these customers using a report that is limited and informs customers of the outstanding $30 fee, but this process is inefficient. A clearer, more streamlined solution is…
13 votes -
hide the zeros at the front of customer account number in the customer email they receive
The customer is confused about what their account number is when they see all the zeros in front of their account number in the email.
39 votesThank you for your suggestion. We are currently reviewing this request.
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IVR to Confirm Address
We would like the IVR to confirm the customers address after entering their account numbers. Example: acct# 2356 for the IVR to say you are paying the bill for 123 Barndoor Rd. is this correct? We have customers paying the wrong accounts. all the time because they do not know the correct account number.
24 votes -
Multi Location Payments
We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.
Posted on behalf of Jackson Co Water & Sewage 30549
4 votesWe need more votes on this request.
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SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
3 votes
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